Our commitment to you is as simple as it is meaningful. We promise to keep your best interest ahead of all others, even our own. When we have a potential conflict of interest, we will disclose it to you so that you can make decisions accordingly. Included in all of our client agreements is our fiduciary oath, which states:
"PWA shall exercise its best efforts to act in good faith and in the best interests of the client. PWA shall provide written disclosure to the client prior to our engagement, and thereafter throughout the term of the engagement, of any conflicts of interest which will or reasonably may compromise our impartiality or independence as an advisor.
PWA, or any party in which PWA has a financial interest, does not receive compensation or other remuneration that is contingent on any client’s purchase or sale of a financial product. The firm does not receive a fee or other compensation from another party based on the referral of a client or the client’s business."
Our integrity will earn your trust, guaranteed. PWA does not use long-term contracts to lock you into using our services. If you're not satisfied, simply let us know and if we can't fix the problem, we'll transition management of your finances back to you, no questions asked or penalties assessed.
Just as those words under our logo state, our focus is you. Your Success. Your Security. Always.
So now you know Who We Are. Take a look at What We Offer. If you have any questions or comments, please feel free to contact us at the locations below.
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PWA's Code of Ethics is available and will be delivered to clients upon request.